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The Automation Index

Appointment setter

9 processes in this role

Appointment setters, sometimes called SDRs or setters, contact and qualify leads and book them onto a closer's calendar. Speed and persistence decide their results, and both are automatable. Reading intent, handling objections and building enough trust to get a booking still sit with a person.

O*NET occupations: Telemarketers (41-9041.00). The scenarios below add up to 72.5 hours a week, but they describe different businesses, so do not add them for your own.

ProcessAutomatable todayHours back / week
Call notes and CRM logging
Yes.
81%14
Contact data enrichment
Mostly.
78%12
Social DM appointment setting
Partly.
44%9.5
Appointment reminders
Yes.
82%7.5
Speed to lead
Mostly.
65%7
Lead follow-up
Mostly.
61%7
Lead qualification
Partly.
60%6.5
End-of-day reports
Mostly.
68%6
No-show follow-up
Yes, largely.
69%3